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ndamo
October 31, 2022
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Quickbooks desktop Categories

  • October 31, 2022
  • 1 reply
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Hello,

I'm looking for some clarification on how this works:

https://quickbooks.intuit.com/learn-support/en-us/help-article/inventory-management/inventory-categories-quickbooks-desktop-enterprise/L9P3ArO3n_US_en_US?uid=l9x3g42p

 

Because there was an update, it looks a little more valuable than it initially appeared.  When I first downloaded 23, I could apply a category to a sub-item, but the function appeared otherwise almost useless.  Now that there has been an update, there is a function to filter items by categories when inputting them into a sales transaction, for example.  Now, I can no longer apply a category to a sub-item.  

 

If I want to use the categories, do I first have to remove all parent/sub-item relationships?  Will the item list be organized by category, then?  Do you have a screenshot of what this will look like?  

 

Thanks!

Noah

Best answer by KlentB

Hi there, andamo.

 

With QuickBooks Enterprise 2023,  you can manage your inventory more effectively using categories. This will help you establish a hierarchical system for their Inventory items by creating up to four levels of subcategories.

 

Recently, we've released an update (R3) to improve the categories feature, and it will be automatically turned off in Release 1 (R1). That said, make sure to get the latest release of your QuickBooks product so you'll be able to apply categories to your sub-items again. 

 

Furthermore, if sub-items use the same category as the parent item, you may need to remove the parent/sub-item relationship first to apply a different one.

 

To help manage your categories and filter your reports by categories, I recommend checking out this article: Use item categories in QuickBooks Desktop Enterprise.

 

Keep me posted if you have additional questions about categories. I'll be right here to answer them.

1 reply

KlentB
KlentBAnswer
October 31, 2022

Hi there, andamo.

 

With QuickBooks Enterprise 2023,  you can manage your inventory more effectively using categories. This will help you establish a hierarchical system for their Inventory items by creating up to four levels of subcategories.

 

Recently, we've released an update (R3) to improve the categories feature, and it will be automatically turned off in Release 1 (R1). That said, make sure to get the latest release of your QuickBooks product so you'll be able to apply categories to your sub-items again. 

 

Furthermore, if sub-items use the same category as the parent item, you may need to remove the parent/sub-item relationship first to apply a different one.

 

To help manage your categories and filter your reports by categories, I recommend checking out this article: Use item categories in QuickBooks Desktop Enterprise.

 

Keep me posted if you have additional questions about categories. I'll be right here to answer them.

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